See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,556 | $85,202-65.3% | $172,739-82.9% | $72,985-59.5% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.6%+16.3pp | 69.5%+29.5pp |
| Annual return | 23.57% | 27.32%-3.7pp | 802.84%-779.3pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,131 | $3,324-66.0% | $5,143-78.0% | $2,440-53.7% |
| Participant deferral / active EE | $1,273 | $3,260-61.0% | $5,198-75.5% | $3,607-64.7% |
| Admin fee / account holder | $666 | $5,884-88.7% | $13,954-95.2% | $5,124-87.0% |